Estimating and Quoting System for a Construction Firm

How Aciron does it

A large specialty construction company was facing challenges within their estimation and opportunity management workflow. Aciron was able to develop and implement a custom quoting and proposal management system that allowed the client to create a new quote based on the unique needs of their customers, and enabled their sales team to track projects through the entire sales cycle within the system.

Services

Technologies

The Aciron value

While there are a variety of products that exist within the marketplace that provide opportunity management, the challenge was to find a system that allowed the client to effectively run through their estimating workflow. In the end, it was established that a custom system would meet their needs.

The Solution

To develop the custom system, Aciron first sat down with the client to gather requirements of the hundreds of scenarios and workflows to capture the needs of their customers and product. These requirements turned into business rules, which needed to fit the variety of options for the quote. After these business rules and formulas were formed, Aciron developed a custom quoting system that allowed the client the ability to create a new quote with all of the various options and scenarios based on the needs of their customers. In addition, the system allowed their sales team the ability to track a project through their entire sales cycle.

Transform

In short, the client’s new quoting system adapts to their evolving business needs. Additionally, it sets the client up for long-term, sustainable success. Upon completion of the quoting system, the client was so happy with the results that they asked Aciron to help them develop a second application to streamline their scheduling process.

Aciron understands and respects our clients’ privacy and the confidential nature of the work we do. If you are interested in hearing more details about any of our projects or would like to request a demo, let us know!

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